iShares Core 60/40 Balanced Allocation ETF
64 hedge funds and large institutions have $161M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.
700% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 3
204% more capital invested
Capital invested by funds: $53.2M → $161M (+$108M)
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
45% more funds holding
Funds holding: 44 → 64 (+20)
16.51% more ownership
Funds ownership: 16.74% → 33.25% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$41.6M |
| 2 |
HC
HHG & Company
Darien,
Connecticut
|
+$18.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 4 |
CL
CPWM LLC
Seattle,
Washington
|
+$7.95M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Concert Wealth Management
San Jose,
California
|
-$514K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$405K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$345K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$105K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$97K |
AOR Hedge Fund Activity: Q4 2014 in Review
64 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2014, worth a combined $161M — up 204% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AOR positions and 3 closed out — a net gain of 21 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was Managed Account Advisors, opening a new position worth an estimated $41.6M. The largest seller was Concert Wealth Management, exiting entirely with an estimated $514K sold.
- 64 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2014, up from 44 in Q3 2014.
- Funds reported $161M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2014, up 204% quarter-over-quarter.
- 24 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2014 and 3 closed out, a net change of +21 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $41.6M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2014 was Concert Wealth Management, an estimated $514K sold.
Based on aggregated 13F filings for Q4 2014.